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Summary

 

Stay on top of it all with Lists, your smart information tracking app in Microsoft 365. Work with anyone, anywhere. Configure your lists to better organize events, issues, assets, and more.

 

During this one-hour seminar, you’ll learn how the Microsoft Lists app allows you to track information and organize work in an even easier and more flexible way. Save time by using ready-made templates to quickly start lists online and integrate lists into existing Microsoft Teams. Create custom views and use smart rules and alerts that keeps everyone involved on the same page.

 

What You’ll Learn in this Microsoft Training Webinar

 

Part 1: Access and use the Lists App from within Office365

  •  Launch the Lists App and Favorite Important Lists
  • Create a new List using a new List Template
  • Save the List to the My Lists Area

 

Part 2: Create Lists from Excel

  • Import data from Excel to create a List
  • Customize Content in your new List

 

Part 3: Create Custom List Views

  • Use Conditional Formatting to format how list items are views
  • View List items as cards using the Gallery View Layout
  • Customize List item cards with images

 

Part 4: Bring Lists into Teams

  • Add a current List to a Teams Channel
  • Create a new List inside Teams

 

Microsoft Trainer: Elissa Smith

Elissa Smith Microsoft TrainerElissa Smith has been a software applications facilitator for over 20 years. She has also been a technical writing consultant and an adjunct instructor at Davis Technology College, and Weber State University. She has taught classes for Nike Corporation and local companies like Lifetime Products.

 

Could your team benefit from a live Microsoft Training Session? Contact us today for scheduling and availability. 

 

 

Featured Resources In This Webinar

 

 


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Webinar Highlights and Transcription

 

Larissa (00:00:03):

Just a few housekeeping items before we get started. Today’s session is being recorded and everyone has been placed on mute during the presentation. We will be taking questions during and after a via that chat applications and teams. So as questions arise don’t hesitate to use that if you’re not familiar with ZAACT, we’re a solution focused consulting firm and Microsoft gold partner headquartered at the base of Utah Silicon slopes. We help clients across the country enhance productivity and create better work experiences from their technology investments. We have a team of architects, developers, designers, analysts, and project managers, all passionate Microsoft experts who bring innovative approaches and bring best practice methodologies to our client partnerships. We want to really help you get the most productivity out of your tools like Office 365 and help you organize, share, and secure your documents and information. Excited to have you join us today, to learn more about how to use Lists to better track and organize your information across your work teams. And I’ll go ahead and introduce our presenter today. Alisa Smith Alyssa has been a software applications facilitator for over 20 years. She’s also been a technical writing consultant and adjunct instructor at the Davis technical college and Weaver State University. She’s taught classes for Nike corporation as well as for local Utah companies like lifetime products, Elissa.

 

Elissa (00:01:30):

Hi everybody. I am here. Let’s get things started. I did let everybody know that I am going to be having you post questions to the chat. Or if you want to save your questions for the end, that’s great too, but really appreciate you joining. I am here. I’m just kind of being slow, but thanks for joining us. I will probably turn off my video camera. Once we get started super excited to be sharing information about about Microsoft List. It is the cutest little app. It does a lot of really fun stuff. So as we get going, just please remember that if you have questions come up, you’re more than welcome to put them in the chat or save them for the end at that. At that point, we’ll let people unmute and you can go ahead and we’ll go over the questions at that point.

 

Elissa (00:02:19):

Promise we’ll keep things to an hour because I know this is kind of short and fast. So I’m going to go ahead and switch up and we are going to get started with the party, right? This while you’re here is to see this cute app. You know, one thing that I really like about Microsoft Lists is I go ahead and do this switch over here in our screen share. I’m going to be doing my demonstration environment, a user by the name of Megan. So if you hear me talk about Megan, she’s the person that I’ll be demonstrating from. And it takes just a minute for this screenshare to switch over, but we’re going to be seeing Megan’s desk top. So the reason that I like to just do this little spill beginning is I’ve done quite a bit of training on SharePoint over, you know, over my training life.

 

Elissa (00:02:59):

And SharePoint has really over time kind of gotten a bad, a bad rep reputation. And I think part of that is because it was so different when it first came out, a lot of people were using SharePoint on premise and some people still are, some of you might be actually and it, it caused a lot of belly aches, right? And so it’s given people a bad taste in their mouth for SharePoint. And one thing that I always want to remind people that with Office 365, we are no longer in the dark ages with SharePoint. We have come into the light. It is a beautiful thing because we are using SharePoint online and Microsoft Lists is absolutely part of that journey. And I love it because it takes things that let’s be honest, have been pretty painful and makes them so much easier to work with as with all Office 365 apps, you are not just going to see Microsoft List today.

 

Elissa (00:03:45):

You’re going to see teams, you’re going to see power automate. You might even see a little bit outlook because we have to remember that part of this integrated experience is that all these applications come together and we really see that so much in teams. But at this point, I just want to talk about assessing and using Lists. How do we get there? So first of all, the Lists app is part of Office 365. So we’re going to come in and go right to the Office 365 homepage for Megan. And again, just a reminder that this is the portal where you can jump to any of the online apps List, baby in the suite. And it’s a cute little app. It does, but first of all, how do we get to it? Well, I really like to just use the app launcher. You could search for it up here in the top middle.

 

Elissa (00:04:32):

And I know we kind of think, well, it’s so easy, but notice here, even when I start looking for it, it’s mentioning, going to the app launcher, you can see the waffle button right there, but of course the correct terminology is app launcher. So I’m going to come up here and go to the app watcher and just show you what it looks like here. It’s a little cube. And do you remember that if it isn’t already pinned to the top where you have your most commonly used apps, you can always click on the three dots mine’s already pinned. So mine says unpinned, but if you hadn’t pinned it yet, you could say pin. And of course, it’s going to open up right inside of the browser tab. And here we are in Microsoft Lists. So how long has this been available? Well, it’s really brand new.

 

Elissa (00:05:11):

So Microsoft started rolling it out, I think in about August. And it’s supposed to be completely rolled out to all the commercial tenants now. So chances are, if you haven’t seen it yet, it’s probably available in your Office 365. I hope some of you’ve already taken it for a test drive today. We’re going to get to kick the tires a little bit. So this is basically notice up at the top of the getting started screen for Microsoft List, much like the other online apps and Office 365. This kind of reminds me of the getting started screen for SharePoint online because you’ve got the ability to favorite certain Lists. And then down below, you’ve also got recent Lists. Now let’s just for a minute, look at a couple of these Lists and talk about where they’re safe. I think that’s a good thing to kind of get onboard as we’re getting started.

 

Elissa (00:05:57):

First of all, notice this one right here says my List. So as we all know anything to do with my inside of Office 365 is probably referring to your one drive for business. So when you create a List, you have really two basic choices as to where that List will be safe. The first one is your one drive for business. So if you save a List to my List, that is your one drive for business. Now, some of these other Lists like this one right here, notice that this particular one is saying, it’s Patty Fernandez List. Well, Patty is one of Megan who I’m playing one of her coworkers. So it’s a List that’s been shared from patties. And I just want you to see this because some of these little details make a big difference. And to knowing who owns the List right now, this one also is interesting.

 

Elissa (00:06:40):

Notice it says Mark eight project team. This is actually a List. That’s either part of a Microsoft team or another SharePoint site or group within the organization. So there’s already some little details that we can see here in this area that let us know that when Lists are created, they’re either going to be saved to my List, which is your one drive for business or to your team. And it’s an important thing that you’ll kind of hear me repeat a few times. If you need a List to be available in Microsoft teams and you’re creating it here in the List app, you’re going to want to make sure that when you create it, you do not save it to your Majlis. Otherwise you’re going to have to transition it over and it’s, it’s kind of a pain in the neck. You want to make sure that you’re creating the List that you select the team.

 

Elissa (00:07:24):

You want it to be a part of, but I’m going to show you that. Now, if there are certain Lists that you work with a lot, you can always come to the star in the top, right hand corner and favorite them. And of course, you’ll see that they come up here on top. And you’re probably wondering why the cute little bugs and calendars and stuff. These are icons that you can add to your List when you create them. So, you know what, now that we’ve kind of looked at how you get to List. Just remember it’s part of Office 365. So from wherever you go, if you have a secure login to Office 365, you can get to this app because it’s part of your online suite for Microsoft. So super accessible, super cute. Like I’ve already said, notice up at the top.

 

Elissa (00:08:03):

Again, we do have a search bar. Just want to show you a couple of other things that are here top right corner. You do have a gear for the settings of your List app. There’s not a lot here because it’s really trying to deal with Office 365, but let’s go ahead and make a new List so you can see the options. This is my favorite part. So first of all, notice that you can make a blank List. Okay? You can also bring a List in from Excel and do an existing List, but here’s the super cool part. And I know that some of you are probably already familiar with these they’ve made templates. This is like Christmas morning, right? If you’re, if you’re into Microsoft apps, these are premade Lists, basically SharePoint Lists with really pretty fancy formatting where I don’t have to go in and program all those fields.

 

Elissa (00:08:51):

And I have to tell you I’ve done it. And I’m really excited about these. So want to look at a couple of these and then we’ll look at creating one from Excel, right? So just look at these. I know they’re very generic, but think about how many Excel spreadsheets you’ve created around topics like onboarding new employees or tracking it and event itinerary, even during COVID, we’re still doing virtual conferences and you know what? It’s not going to last forever. Things are going to get busy again, and we’re going to be traveling. There’s even down here on the bottom travel requests. I work with people that are dreaming of getting on airplanes again. So these can be very useful. I’ll tell you some of the really popular ones I want to show you just, as I’ve been doing research, the issue tracker is really exciting. Let’s click on it and take a peek at it.

 

Elissa (00:09:35):

So you’ll notice here in the box. I know it’s kind of small. Even when you go in and pick your template, it shows you a preview of what it looks like now. Unfortunately it really doesn’t bring the data in. You have to add it, but you can at least get an idea for example, that you can have different priorities. You can even have different statuses. So this is kind of like a way to say these are issues that we’re having with a project, or even with a rollout of something, but see over here on the left, how you can see the other templates, you can actually preview the other templates, even when you’re going to make, for example, the the issue tracker. So I’m going to select the template and now come down to the bottom and say use template, but I need to actually give my template a name.

 

Elissa (00:10:16):

So maybe right here, I’m just going to call this project eight issue tracker down here. You can add a description for the sake of time. We’ll keep it simple. You can do basically a color. And then the little icons that I already pointed out previously, pretty limited, but you can come in and you can pick what your icon is going to be. If you want one. Now here’s the critical thing down here. I need to decide where I’m going to save this List. And I mentioned this previous to get it in your brains. K. Again, my Lists means it will be saved to my one drive for business. And if I want to give a coworker access to it, I will have to share it with them. Now, the other option is that I’m going to save it to a SharePoint site that I have permission to access.

 

Elissa (00:11:01):

These are mostly SharePoint sites that are part of Microsoft teams. So if I am creating this as a List that I want to have accessible to my teams, you’ll see here that I would want to create. I would actually want to connect it right here as I’m creating it. So I’m selecting the market project team, and then I’m going to click on create. Now this will not automatically bring the List into the team. I’ll still have to go in and do that, but it is going to create the opportunity. Okay? Now here’s my new List. There’s no data in it yet, but notice all the columns are already pre-created for me. Everything’s already set up. All I need to do is start adding some data. Now, how do we do that? We have a couple of different options in the top right now that were in the List.

 

Elissa (00:11:43):

Notice you’ve got a ribbon here that will help you control the specific List we’re in. I can come in and click on new, and this will actually open up a card where I could do my data in a form. This is very similar to how you’ve always added List information or items is what they’re called Ana SharePoint List. But there’s also a view. That’s more like a spreadsheet. And I don’t know about you guys. I’m used to typing in spreadsheets. So also if you come up to the ribbon, you can select, edit in grid view. And this again, opens up the List so that you can basically add your items to the List in a, basically a row. So for example, notice right here in issue, I can start typing. Maybe this is going to be a number. Okay. And then I can type in an issue description.

 

Elissa (00:12:30):

I’m not going to do a ton of data entry, I promise, sorry, but I just want you to see what some of these fields do as we’re typing them in. And again, because they come from a template, they have preset properties. So like notice this one, you’re able to set a priority. You don’t have to create this drop down. It’s already in there for you. And yes, could I have created this on my own in SharePoint online? Absolutely. But guess what? I don’t want to, I want Microsoft List to save me the pain. And it does also with status, you’ll see that status is going to be, you know, where is it? Is it in progress? Is it what’s, what’s the issue? So this would be a way for a group of people in this team to basically have an issue Lists that they’re keeping track of.

 

Elissa (00:13:11):

Here’s the other cool part. Remember how I assigned this List to be applicable to a team will notice as I start typing in names, it goes to your active directory and allows you to bring in those team members and actually assign them in the List. And date fields are already set up. There’s a date picker. So notice I can come in and basically say it was reported today. And you know, the date old wills will come in and look at that. If there was a website, I could actually put that in if there were even images. So you can see here, how it’s made to track issues. Now, when I’m done, if I want to exit this view, all I have to do is come up here to the top, say exit grid view. And again, I haven’t finished filling it out, but notice how it saved the record, even though it wasn’t finished.

 

Elissa (00:13:58):

I don’t know if you saw that, but over here it had already started saving it. So I can just create my List right here in the List view based on that template. And again, it’s not completely done, but it’s saving me having to create the List from scratch and also having to do all the properties for each of my columns. Now let’s take a peak at just one more. So you can kind of see how easy they are to work with, to get back to the main List view. I’m just going to come right up here next to again, at the waffle button or the app launcher and select Microsoft List. My List is automatically saved. In fact, when I come back, if I look down here and sometimes just, you know, it does take a little bit of time. I would see it right here.

 

Elissa (00:14:39):

And notice again, the project eight issue tracker has actually been, we haven’t also, we’re going to put that on the back burner for just a couple of minutes, as we look at a few other cool things you can do while you’re right here in the Lists app. Now I want to just look at one more template. So for this one, we’re going to go back to new List. And again, I want to come down and we’ve got all these different Lists that we can pick from, but another really popular one that people like to use, or at least I’ve seen people use is the event, itinerary planning, some sort of an event. And again, we’re getting a preview of what it looks like, and you might be thinking, okay, Lists, what kinds of things do we put in Lists? And I was thinking about this before the training and something that is crazy is how many things we do store and List. In fact, just about everything that is, for example, saved, informs online behind it all it’s List. So we don’t think of Lists as being something that’s very prevalent in the software that we use, but behind the scenes just about everything is in Lists. It’s pretty crazy. So for this right here, maybe I’m just going to call this my fourth quarter 2020 virtual summit because you can name these whatever you want. And maybe for right now, it’s just going to be created in my Lists.

 

Elissa (00:16:05):

So right now I would be the owner of this new List. Now with this one, again, we get the prepared column headings. And again, I could come in and start doing my data entry by filling out the form. But I love using the grid view because it’s more like editing it in a spreadsheet. So when I click right here, I can go ahead and just start typing in what I want my first session name to be called. You can just see how everything’s prepared for you already. So you don’t have to go in and again, with speakers, if this is someone who’s from inside my company, as I start typing in the first few letters of their name, it goes to the company’s active directory, finds the name for me. So I don’t have to select it. And right here with session type, this is actually still with Diego, allowing me to select more than one person say to people.

 

Elissa (00:16:55):

We’re going to be involved with that. Now when I’m ready, I can actually come over. Cause it’s kind of stuck there and click away from it. And then back in it with session type, you’ll see that it’s assuming that it’s a, an event. So what kind of a thing is this? And for example, we’re going to say this as a panel and we’re going to go ahead and give a description and then I can say the start date of the event. So again, we’re seeing a lot of those similar fields, but again, the benefit is that with this one, because it’s an event you can actually set the start date and you can even come in and set the end date for this specific part of the event. And I just forgot what our date was. So sorry about that. Sometimes when you’re talking and you’re typing your brain, doesn’t quite stay connected with your fingers, but again, it’s very much the same experience.

 

Elissa (00:17:48):

And you’ll notice that as soon as I’m finished, it does give me the ability to add a new item. So super cool. What I want to do now though, is let’s go in and look at an existing List that already has some more data in it, just so you can see what you could do instead of doing the data entry. So for right now, we’re going to leave this List here and we’re going to come right back here and go to, Oh, I take it one step back before I do that, I realized that I’m planning this event in tandem with one of my coworkers. And so before I leave it, if you remember, I saved it to my List. In fact, up here in the top left hand corner, it tells me, and that means right now within my organization is Megan. No one else can use it.

 

Elissa (00:18:28):

So I really want to come up and just like we would in any of the Office 365 apps, and we want to share something that we own within the organization umbrella. We’re going to click on the share button. It’s going to open up the share box. And you know, the thing I love about the share box it’s exactly is the same one that you would see in word Excel, PowerPoint, Microsoft trying really hard right now to consist, you know, create a very consistent interface between all the apps. So right here, I’m going to type in the email address of the coworkers that I want to share it with. Notice again, I can just type in people’s names and they will come up from my company address List also down here. Am I going to let them edit the List or notice I can again, decide what control I’m giving them.

 

Elissa (00:19:11):

Okay. And then I say, grant access, they will get an email. And if we have time, I’ll show it to you with a link to the List and the List will appear in their List view. I was going to say Listless, but I’ll say that now I’m finished right now. I’ve shared it. Okay. What I want to do if I ever wanted to go back and again, keep track of who I’ve shared it with. I can always come to the share button. You’ll notice that this just lets me share it. But if I come over to the top right hand corner, and I’m going to go ahead and exit the grid view for just a second. So I can show you this. There is a circle with a letter I inside of it. This is the details pane for the List, not the individual item that I just had selected.

 

Elissa (00:19:56):

When I click on this, it will take me in and show me who currently has access to the List. These are the coworkers. I shared it with notice underneath I have a manage access option that will let me go in. And again, I could change their access. I could say, Hey, she needs full control. So I’ve now granted Patty basically is become an owner of the List like me. And if you make the List, you’re the owner. Okay? But again, you can always take away ownership or you can always grant other people access to the List. Very similar to the rest of your Office 365 apps to close that details pain. We just click on the circle letter. I again, and it closes. So let’s go ahead and get back to Lists and take a peak at an existing List. And some of the things that we can do inside of that List.

 

Elissa (00:20:43):

I know I’ve said the word Lists like a million times, sorry, but I know you guys get the idea. So what I want to do for just a second is come into this one right here. This one has quite a bit of data in it. Okay. And when we’re in here, just some basic reminders of some of the things that you can already do in a SharePoint List that you can also do here. One of them is of course, the ability to sort and filter. And this is the point where I think it really helps if people have used Excel before, because when we come here, you’ll notice that you’ve got your two ascending and descending order where you can sort, we can see that it’s again, coming in and sorting everything. And some of these don’t have a group applied to them. And that’s why we’re seeing that at the top.

 

Elissa (00:21:23):

Also we can come in and we can filter by a specific item in the List. And this is a great big junky thing that I brought in. But the other place that you can go to do custom filtering, of course, and this is just like in SharePoint is in the top right hand corner of the funnel, right? We’re all familiar with how the funnel is the universal filter button. Now within Microsoft, just like the ellipses is the more button. So when we click on the funnel, you’ll notice that here’s the other cool thing. It’s pre creating filters for me. So notice it’s looking at the data and saying, Hey, you need to filter by the fiscal month column or, well, here are some of your options. I select one and it’s going to, pre-filter the data for me based on that. And now if I scroll down a little bit, you’ll see it, this data needed to be cleaned up a little before I brought it in.

 

Elissa (00:22:14):

But for the sake of time, now we can see how it’s been filtered. Also the funnel next to the site, notice that if I click on it, it’s telling me that it’s been filtered, that it turned the filter off. I can come right here to the top, right of the filtering pane, click on the funnel. And that would remove that filter and turn it off. If we scroll down a little bit, we’ll see again, that there are going to be filters for all the columns where it’s looking at the data inside of there and saying, Hey, you want to filter by this item? Well, then I’m going to go ahead and let you do that. If I scroll way down, we’ll see. Now that the line item set to auto has been filtered. So very similar to what you already have inside of a SharePoint List.

 

Elissa (00:22:52):

Now we’re just seeing it in a separate app. And again, it’s much easier to work with now, before we go into more detail in those filtering and sorting, I want to go ahead and slow down, remind everybody type your questions in the chat, but I want to show you my top favorite thing about this. That is how easy it is to bring Excel data in. So what we’re going to do at this point is create Lists from Excel. But before we start, there are a few getting started, steps that I’d like to just tell you, these are best practices and they bring into, again, some really basic Excel skills that if you can do this before you bring your Lists into the List app, it will save you a lot of grief. So I’m going to go back to the getting started screen of Microsoft Lists.

 

Elissa (00:23:36):

And I want to just open up the Excel spreadsheet that I’m going to be working with. So you guys can see what it looks like. So again, I’ve already synchronized. Megan’s one drives. She’s using one drive for business. And in here she has a spreadsheet called a booking six dash one. And if we open it up because it’s been synchronized, it opens in the desktop app. And what I want you to see here is that there’s about 200 rows of data. Oh, 60 in this one. Sorry, I got excited there. So it’s not very big. It’s pretty small, but I want to be able to take all the data here in the Tuesday sheet. This is bookings data for a company, and I want to be able to put it into a List so that it’s online available to me to use. And not just limited to Excel.

 

Elissa (00:24:22):

Now, you’ll notice that the pre-step, this is the pre-step that’s happened. All of the column headers are formatted differently and also a table style has been applied to this data. Now I just want to remind everybody really quickly how to re how to actually add a table style if you haven’t done it for awhile. So I just turned it off. So to create a table style, all you do is click down in your data. This is also a pre-step. You can take. If you’re creating a pivot table, you’re going to go up to the home ribbon tab. That’s how popular tables dials are. These are not, these are not a new thing. Come to format as table. And then you select basically a format, but more importantly, you’re telling Microsoft Microsoft Excel that you want to be able to do certain analysis tools with this table that you can’t, unless you create it.

 

Elissa (00:25:13):

Now it will bring up the little format as table box asking you what the range of your data is. That’s what we’re seeing here. And again, those dollar signs are the absolute references. Our table does have headers, but by doing this, okay, you’re helping your Lists app be able to find your data more quickly. So before you bring stuff into the Lists, app, apply the table style format to it. Now, the other thing you can also do, especially if it’s a spreadsheet like this one, where there are several different sheets where you might have multiple tables is on the table design ribbon. This ribbon will populate. It’s called a contextual ribbon. After you have applied the table style, you can actually name the table. Now Microsoft Excel has already done it for me. This is the default, but I’m going to give mine a little bit more, a little bit, you know, name that I’ll know, and I’m going to call it Tuesday.

 

Elissa (00:26:04):

Underscore bookings. The reason for the underscore is that in table names, you can’t use spaces. It’s very old school. I know, but that’s how it runs. Now I’m going to close it because I also can’t actually use it as a List when it’s open. So now that I’ve done those, pre-steps, let’s get back into Lists and let’s come in. And this time we’re going to make a new List based on Microsoft Excel. Now, again, that List is actually in my one drive. So notice my choices. I can upload a file locally from my hard drive, or it already connects to my one drive. I love that. I don’t have to go in and click on anything. Now I apologize that this box is so itty bitty, but it’s showing me my one drive folders right now. And if I keep scrolling down, I’ll see that indeed, the booking six dash one spreadsheet is here available for my one drive.

 

Elissa (00:26:53):

Now the next step is it’s looking at the spreadsheet and saying, Hey, what tables are there in that spreadsheet? And you’ll notice here that if there’s more than one, it will come up in this List. And this is again, why having those tables, preselected, it’s going to save you so much time now. We’re not done yet because the next step is really the mapping where you go from Excel to List. And that’s exactly what you’re seeing here. This is where it’s asking me, you know what I want from Excel to come into my List as, and so notice right here, I can come in and set again, the type of data that will be going in through each of these. Now it’s a little bit tricky because if your table’s really wide, you have to scroll all the way to the bottom and then scroll over to the right.

 

Elissa (00:27:37):

So you can actually see the column headings up above. Yes, it’s a little bit awkward. I totally agree. But for example, right here, I have the sales field from Excel. And right now it’s going to be formatted as a number field. I can’t come in and be more descriptive with it and specific by changing it to a currency. So those are some of the settings that you can do as you prepare to bring the data in. And then I’m going to go ahead and click on next. Now, again, this is telling me, Hey, this name has already been used. I’m going to go ahead and call it something else again. You can set your logo, color and icon representing it now again, where are we going to save it? Are we going to save it to my List? Are we going to save it to maybe a different List in this case, I want to share it with my sales and marketing team.

 

Elissa (00:28:26):

So I’ve already gone ahead and done that. And then I’m going to click on create. Now, this is another thing I found is I’ve been starting to use the List app. If you’re bringing in last night, for example, I tried to bring in an Excel spreadsheet with 5,000 rows in it. And I totally know that that’s not a very big spreadsheet, but it took several minutes. It did work, but I think it took about 20 minutes. Now, part of it could be that I’m using a really slow Microsoft training environment. Okay. But do know that if you’re bringing in a lot of Excel data into the List app, it is an upload that’s going on even, or a transfer from from your one drive from Excel into Lists. So when you do that, prepare for a little bit of time, Kay, but what we have just done is we’ve created a List from an Excel spreadsheet table.

 

Elissa (00:29:18):

And now if we look it’s brought all that data into Microsoft Lists and for all intents and purposes, for any of you that have used SharePoint online before here is your SharePoint online List from Excel. And yeah, this is something that you could already do from SharePoint online, but this just makes it easier. Okay, now that it’s here, let’s talk about some things that we can do to create some custom views. So that’s kind of the next segment that we want to focus on. And again, just a reminder, I promise we’re going to end on time. And what we’re going to do towards the end is look at how Lists and teams work together. Another really cool innovation. So we’ve looked at how you can come in and you can click on the edit in grid view to do some editing. Okay? But at this point, what I’m really interested in being able to do is customize the view that I’m in.

 

Elissa (00:30:08):

Now, I will say that this is an area where Lists is still being developed here in just a minute. I’m going to show you a really cool thing that currently is only really available in specific views. And when you bring stuff in from Excel at this point, unless you customize the List, it’s not available. But notice that right here in the top right hand corner, we have the switch views options straight from SharePoint. And when I click on this arrow right now, I’m in the default view showing all my items, but I can also select compact List and notice basically what it does is it takes the row height and limits it. And the benefit of this, this is especially if you’re working on a laptop or heaven forbid a mobile phone because yeah. List is available on mobile devices. This allows you to see more because we all know that real estate on a computer monitor is really important, right?

 

Elissa (00:31:00):

So now that I’ve done that, what are some of the other changes that we can make here? Notice that down here, the bottom I can either edit. The current view are formatted. If I select format, this gives me a couple of other options, and these are fairly new. Even to SharePoint online. One of them is at alternating row styles, right? So here’s the benefit you get that alternating row. And I don’t know about you guys, but I have a really hard time reading down or well left right. Is even worse. But this one really helps me be able to visually go down now to edit the row color. We’re going to come right here to edit row styles. And again, notice you do have some samples, so odd rows, right? One, three, we all know the odd numbers. What we do is you click right here on the little, a capital letter, a with the pencil button.

 

Elissa (00:31:46):

This is also kind of Microsoft’s new format, shortcut button, you select correct what you want it to be. And notice it updates mean if you want to do a different color for the even rows, you can also come down and do that heaven forbid, right? That’s what I can do again, you won’t miss it now. Are there other formats you can do? Yes. If you come down to more styles at the bottom, you can come in and you can, for example, set things in bold, you can also give them a different font color. So it isn’t just the fill color that you can do. You can also change things as well. That way now I’ve made these changes. I’m saving them. I’m going to close that box docs, but how can I save this view? Because again, as you know, in a SharePoint List, unless you save the changes you’ve made to the view, the next time you come in, you’ll have to repeat all those steps again.

 

Elissa (00:32:35):

And it might seem really simple, but it can be a pain in the neck. So I want to, up to again, the the current views button and come down and notice there’s an option to save view as, so this would be an example of customizing and saving it. I can call it whatever I want. I’m going to call it my blue, green view and public view means that if this is again, a shared List, which it is because remember we created it in the sales and marketing group or team, this will be available to all of my team members to see, okay, now, is it still there? But if I ever want to go back to the default, I can come up here to the top right hand corner, come back in and notice this is the current view, but I can also come in and pick all items now, right now, that’s the view it’s in.

 

Elissa (00:33:23):

Okay. But what I want to show you next is another option for this one. What I want to do is come down to format current view. Okay. And there’s also a really cool item. And if we uncheck this, it would actually turn the formatting off. And that is formatting. Now, hopefully you’ve used conditional formatting inside of Microsoft Excel spreadsheets. Same thing, just doing it in a List inside of Microsoft Lists and SharePoint online, again, a little bit of a twist, right? Because it’s not going to be based so much on a formula as it is on what’s in the cells. So for example, right here, I have bookings. So if we kind of scroll down a little bit, we can see the different bookings. So right here, you can see that right now saying show values as, but I haven’t if, okay, so we’ve got different choices.

 

Elissa (00:34:15):

So mine is going to be based on bookings. So if the bookings column K and notice again, now we start getting our more familiar, conditional formats. For those of you that have come from Excel is greater than less than hopefully you guys can see that List and we can really kind of start making a connection, how this is similar to what you may have done with conditional formats in Microsoft Excel. What I’m going to do is come in and say, if the bookings is greater than or equal to in this case five, not 65, okay. Then I notice I can come in, show the List item as it can be that simple. That could be my condition. Now I have to come down and pick the formatting change because that’s exactly what a conditional formatting conditional format is when you hit that conditional toggle, then the being effect that conditional format comes into play.

 

Elissa (00:35:04):

So again, we have the format shortcut button that we’ll click on. And again, it’s very similar. I have the fill colors that I can pick from we’ll kind of go with a Halloween thing there, right. And if I click on it again, more styles will give me the ability to come in and do things like change the font color. Right. And so I hope you’re seeing what’s already happening here, right. Again, if we remember that conditional format is set and I’m saving it right now, then we’re going to close it any time. The bookings are greater than or equal to five. It’s going to, again, turn on that conditional. And again, we’re seeing how that makes stuff pop inside of inside of our table, our List. And can you layer these on and add more than one conditional format? Yes. Because when we go in there, right, and go to format current view, I’ll see that I do have a current conditional format on I can manage rules.

 

Elissa (00:35:57):

So here’s my first one. Notice here. I could add another rule, but for the sake of time, we’re going to keep on rolling, but I hope you’re starting to see this idea that, wow, this List thing has a lot of cool stuff that I’ve actually kind of used before. And even if I’m not a big fan of SharePoint Lists List is making SharePoint Lists look pretty fun. And really it is now I want to add one more cool little thing. And this is a, this is a totally a thing that I am not a big fan of some of the power apps and automate, but I have to tell you that within Lists, they are really cool because they’ve again, made the integration so simple. So notice right here that this is what used to be Microsoft flow power apps is also available where you could actually connect a custom app to your List data.

 

Elissa (00:36:48):

But with automate, we’re looking at creating basically workflow automations. And what’s really cool is there are basically templates for these that come right into Lists. So I’m going to select power automate and then create a flow and notice that right here, it already suggests for me really popular ones that will do simple things like send a customized email when a new SharePoint item is added or start an approval. When an item is added, there’s even one down here at the bottom that will post a message to Microsoft teams when something happens. So, and I just want you to see how easy these are to use. So sends a customized email when a new SharePoint item is added to the List. This would let the owner of the List know. Now when you select it, it does take you into the power automate or Microsoft flow window.

 

Elissa (00:37:35):

But notice it’s taking me to that specific one. So it gives you lots of background on what it is. And then down below, if there isn’t a green arrow, you click right here and then it’ll turn into a green arrow. And that’s how you know that it’s connected to everything. But all you have to do is click. And then you click down here on the bottom to create the flow. Okay. Now what will happen once it’s done? It takes you to a detailed view where you can actually see what it’s doing over on the right. You can also come in and edit the permissions, but notice I’ve never mentioned the word coding here. I haven’t had to actually go in and do any kind of computer coding. Everything’s connecting for me. Also, it keeps track of a history down here for me up at the top.

 

Elissa (00:38:21):

I can share the flow. I can also make it into a template and I can even turn it off, but I actually want it turned on. And again, the reason I’m showing this is just that you can go straight from a List to adding power, automate, to help create automatic updates and even workflows that generate from activity in your List. And I do think this is a super cool integration for the sake of time. This is all turned on. And I just want to show you now it’s been created. If I were to close the tab for power automate List is still there, right? And if I ever wanted to get back to that specific power automate or flow that I’d made, I can click right here and notice once I click, it takes me into power automate, and then it says, see your flows.

 

Elissa (00:39:07):

This again, opens up my power automate window and it will let me see the flows I’ve selected. And this is the one that I just made. And if I needed to edit it, I could. So it does actually save it and you can get to it from inside bliss or from the power automate app, which is also part of Office 365. So super cool integrations. Now let’s say that you are a SharePoint fan, which is great by the way. And you want to get from this List app viewed, actually seeing what this List would look like in SharePoint online, because really behind any Microsoft List is good, old SharePoint online. So right here at the top, right of the ribbon, you’re going to see again, the ellipsis, which means more options, sorry, guys. I think my brain just went away. I have to actually do this inside of a different view because it is actually going to take us to the lip List app.

 

Elissa (00:39:58):

But what I did want you to see is that also just like in a SharePoint List, you can get a alert alerts manage through SharePoint online as well in your Lists, which are similar to power apps, but not a, they’re not going to be as customizable. Now, the last thing we want to look at is how do I take my List and use them inside of Microsoft teams? So we’re going to look at connecting Lists and teams. So for this, let’s go ahead and get back to Microsoft teams. So here we are inside of Microsoft teams and we’re in Megan’s. And I just want you to see how you connect now, a List into a team. The first thing to know is that Lists are actually going to be part of a channel. That’s the level that they go to. That’s how specific they can be.

 

Elissa (00:40:44):

And remember over here, we have Teams and then we have the sub focuses of the Teams that are called channels. And I can connect a List to any channel in my team. All I need to do that is to come in select the specific channel that I want it to be part of. And then once the channel is open, I’m going to come up to the, add a tab button. This is how you bring in a lot of custom content into your Teams. Now, once we’re here in this view, you should already see that the List app is available up there at the top. So if you’re a house or an org that only allows for Microsoft apps inside of your Teams, you’re good to go because Lists is a Microsoft app. If it wasn’t here, I could also come up to the top and type it in.

 

Elissa (00:41:25):

Now, after you do it, it does ask you to save it, which I know is a little bit different, but that’s just because saying, Hey, I need you to save it and then bring it in. Now notice here, we’ve got a couple of different options. I can create a new List for my tab. And I want to show you this one first, because we’ve already seen this. Yeah. This is something that we did back in the lifts app. It looks exactly the same. In fact, the ability to create from a blank List from Excel or from an existing List are all right here. Now the one that I want to show you from inside Teams is called the asset manager. So kind of keeping track of equipment, keeping track of all that hardware that we have, and people are taking things. This is an example of what it looks like, and it has a really cool integration in it where you can add photographs.

 

Elissa (00:42:12):

So this is the template I want to bring in, and I’m just going to go ahead and call it market plan, asset managers. We know what channel it’s with. I can add a description, but notice how this is just like what we just did in the List app, but I’m doing it inside a Teams. Every member of my team automatically gets assigned to the List. And here it is, now, this is where I can come in and edit in the grid view right here, right. As we did before. But it gets a little bit tricky when you’re trying to add photos. So I did want you to see here that if you want to be able to add a photo, what I would suggest is notice here, you can also select the item card and from the item card I can come in and I can add, for example, a tracking number and notice all the different things here that I can add status would be, is it in use?

 

Elissa (00:43:04):

What’s the model color date. You can see all these different details. But the other thing that we’re looking for here is a device photo. And that’s what I’m really trying to get to. You can only get to this from the card view, but notice I can do it from inside teams. So I’m going to click on, add an image. K and I do have some images in your already that should save us a little bit of time. I just have to remember where I put them. So I apologize guys, here it is. So we’ve got this Android phone and it’s going to bring it in. I’m going to fill out a few more details, but basically what I’m trying to show you here is that if you want to be able to add the graphics, you have to come into this card view. You can’t actually do it from the grid view. It won’t let you. Okay. And then I’m going to save that. All right. So there’s one done and you can see here out starts bringing it in. Now the device photo can take a little while for it to come in. So that’s another thing to know. I’m going to do one more. And this one we’re going to go ahead and do, and this is the same thing as doing it inside the table. It’s just, I’m doing it on a card. Okay?

 

Elissa (00:44:25):

And here’s the reason I want you to see all this. I actually have another one that’s already finished. So we’ve been doing this inside, but if I come up here to the digital asset web channel and I come up here, this is one that we already added previously, the digital asset tracker. And I just wanted you to see this one. This is a different one that we brought into a team. This one does not have photographs in your with it. But if I go back to the one that I just did, where we did bring in some photographs, you can see it’s up here. And again, I have to kind of scroll to find it because I’ve got lots of different ones, but from inside Teams, when you really want to be able to see the detail, now we can start seeing the pictures come in of the different assets.

 

Elissa (00:45:06):

And yet, do I need to add more information? Absolutely. But here’s what I want you to see where we can go up to switch views with this particular template. There’s a new view and they haven’t added it to all of them yet, but it’s called the gallery view. And from insight Teams, you can still get to it. And the pictures aren’t coming up very well at this point because it takes them a little bit of time to render and all the different views. But what it does is it allows you to take each of your items and put it on a card and you can actually see the detail of that item. And when you click on it, it takes you to the item form. And I think this is a really great view because it’s a different way to see things outside of a table.

 

Elissa (00:45:44):

So guess what, guys we’ve covered a huge amount of real estate. I know that the last thing I want to show you is if you do go to one of your Teams and you have an existing List that you previously created, you still go through the same steps. You go to the plus sign, you pick the Lists app, you have to save it once it’s been saved, then it will allow you from inside. Decide if you want to create a List or add an existing one. Now, in this case, I want to add an existing List. And here’s what is super cool. I could paste a link to an existing SharePoint site, be careful with this one, because again, if your team members do not have permission to view that SharePoint site that has Lists inside of it, they may not be able to get to it.

 

Elissa (00:46:31):

So that’s one of the caveats with that one. But down here, this is showing me Lists that were already created previously that have been created for the team. And all I have to do now to bring them in is to select the List. So it was already made in the Lists app. And now it’s bringing me in to see it. And this is one that was created earlier, but now the List is inside my team right here on a tab. So that’s the final step. You take to create a, to take a pre-created List and actually add it to your team. And again, we already saved it as part of the team from the List app. So all I have to do now is bring it in which we just did and all my team members have equal access to it. And again, they can also come in and add content and do all those things to help build the content in the List and interact in it.

 

Elissa (00:47:21):

So many cool things that I really hope you’re starting to get the idea that this is an app that makes SharePoint Lists something that’s going to be much more accessible to all end users. So big takeaways as we’re getting ready to wrap up. Cause I do want to have some time for Q and A List is available in both the commercial and government tenant. Now, what I do not know is if they’ve rolled it out in the government tenant yet, I know the commercial tenant it’s been rolled out to everyone as of right now. So if you haven’t checked it out yet, go to Office 365 and see if it’s there. Do keep in mind that your it can control whether they roll it out or not. Right? So if you don’t see it, you might want to, you know, ring somebody and say, Hey, have you guys have you guys turned on the List app yet?

 

Elissa (00:48:07):

The other big takeaways is that it’s part of Office 365, as I’ve showed you over and over again, the thing I haven’t shown you today is that it’s also available on Android and iPhones as a mobile app. And of course the biggest difference is that it’s smaller, right? So you have less room to see stuff, but yes, you can access Lists from your mobile device. You can also access from access A-List inside teams from the teams mobile app, but you can’t create Lists in the teams, mobile app. It’s more limited. So super cool application. And I really think that one of my favorite things is that when you go into create a new List, check out the templates, they are so fun and easy to work with. I still hate data entry. That’s why I’m also a huge fan of bringing something in from Excel.

 

Elissa (00:48:56):

I know there’s still a lot of things we didn’t look at, but I really hope this has helped give everybody gets you a little bit excited about the opportunities here. So at this point, I want to go ahead and slow down and turn the time over to all of you. I know people are muted right now, and I did see a question posted in the chat. But we’d love to have you guys start to, I’m going to go ahead and turn off the shirt screen as well for just a minute. If we need it, I’ll bring it up again, but a huge thank you to zapped Loris as we head into this Q and A portion. Is there anything you want to add as we’re kind of going on the downhill slide? I think participants should be able to unmute themselves. If you have a question, if you want to ask that directly or certainly you can post it in the chat.

 

Elissa (00:49:41):

Thank you so much. It’s great to have someone else here to support the backside of things. The other thing that I am going to put into the chat, these are just some good sites with info about Lists. These are websites this time. They’re not all Microsoft. Most of them are, but not all of them. And I apologize for that, but guess what Lists are so new? Microsoft’s published a little bit, but not a ton. And so some of these again, this is not a half too, but I always like to do that. So to get to these, you’re going to want to go to the chat and I’m just putting them in right now. I had to add an extra space. So if you go to our chat in the team’s meeting up to the top, right? Or to the middle, look for the sticky note button, click on it.

 

Elissa (00:50:25):

And I just barely posted into the chat. So hopefully everybody can get to that. So in outlook, that’s a great question. It isn’t, it isn’t in outlook. So a List is only going to be available to you from Office 365. So you have to go to the office.com website, log in, and then that’s how you’d get to the List app. And then those, those websites I just posted to the chat of our team’s meeting. And if you can’t find out, let me know don’t be embarrassed. Okay, guys, what questions do you have? I’d love to take a minute and kind of chat with people. I know that someone did ask if Liz is part of the E three license, I need to find out really quick. So I apologize on that one. I think it is. So my gut right now is that it is part of the [inaudible], but I’m going to find out really quick for you. Any other questions while I’m doing that?

 

Elissa (00:51:22):

Hi guys, I really am pretty nice. I’d be curious to know from participants here, how people are using Lists right now or, or are they, I see Rachel’s logging in to see if see if it’s included. So I guess that brings up another, I have a question on that. Is this something that your admin would need to enable or is this part of of default systems that are already enabled of from a workplace admin standpoint? So from what I understand, it is something that the admin does have to enable, but I’m pretty sure from what I’m reading, that it is part of the [inaudible] licensing, but if, if Rachel can find out that would be so awesome for us. But again, the other thing to know is that it’s still rolling out. There are still maybe organizations that don’t have it yet, especially down under. So like when I’m reading is places like New Zealand and Australia, unfortunately they’re usually the last ones to get the fun stuff, even though there’s such cool places. And so they still may not have it yet, but let’s see if we can find out for sure, but I’m pretty sure that it’s going to be part of the basic licensing. So you don’t need to have [inaudible] for example, to get to, to have it.

 

Attendee Question #2 (00:52:38):

My company uses the neath three. We have it available inside of Teams that hasn’t hit the office.com landing page though.

 

Elissa (00:52:46):

Okay. Okay. And I’m betting that still, it could be two things with that one. It could be that it just hasn’t rolled out that far yet, but I’m, it also could be that the admin hasn’t flipped the switch on the other side.

Attendee Question #2 (00:52:59):

Yeah. I’m pretty close to the admin and it Lists isn’t restricted by any means within our organization. But you can restrict an admin can restrict an app on a per rep basis. Yep.

Elissa (00:53:13):

Thank you. Thank you, Kurt. Thanks so much. Yeah, absolutely. Really appreciate that insight. And I just find a posted a link that includes what is included with [inaudible]. So you have Teams there, so with Lists can be accessed within Teams. That would be the way to to be able to access that at this point. Yeah, yeah. Organizations that may be how they’re going to, you know, but it is good to know that if the org is turning it on, you can get to it from both places. Right. And that’s why we looked at it because I, I like people to see that it’s available in many different places. The teams integration though.

 

Attendee Question #3 (00:53:50):

It’s super cool.

 

Elissa (00:53:53):

Now I am seeing a question here about being able to configure rules inside of Lists. Part of what we looked at there was the conditional formatting and also the power automate. And I’m pretty sure that that’s going to be a, that’s really going to be a, an automate option. I’m just looking here to see if I can find some stuff on it.

 

Attendee Question #3 (00:54:15):

Yeah. The reason I asked that this is Becky I’m. The one who asked that question was because there was a article that came out from Microsoft. I don’t know, like in, from the admin center, like I’m an admin at our org. It came out on July 9th saying that rules, it says building rules is as easy as writing a sentence. You can click on the, if, then steps to design your rules. So I was wondering if that is a different thing than what you showed us today,

 

Elissa (00:54:45):

From what I’m seeing so far, it’s the same thing. So yeah, that’s, that’s what I’ve seen so far. I’m just looking as well. Because it, it looks like power automate and rules are really being rolled in together as one.

 

Attendee Question #3 (00:55:01):

Okay, cool.

 

Elissa (00:55:02):

Right. So, you know, using power automate, which really, why did they change the name from flow? It was so much easier to say, but Hey, Yeah, yeah, yeah. I’m just looking here to see if I can see anything now I will say though that the let’s see that they also,

 

Attendee Question #3 (00:55:22):

Okay.

 

Elissa (00:55:22):

You also have the ability to add the from the SharePoint side to add the alerts and things like that. So that’s, that’s an addition to the to the, to the power automation.

 

Attendee Question #3 (00:55:35):

Right. Okay. Yeah. I was kind of hoping that it would be a really similar experience to building rules in outlook. Oh, no, actually it’s a different piece of software Smartsheet. And I don’t want to have to purchase that for my org. I want to just be able to do it in Microsoft. So that’s kind of why I was asking about the rules, because that seems to be very similar to Smartsheet, which I’m like a power user on from an old company. So I was like, hoping that’d be a super similar experience, but from what you showed us today with, I just never really looked into the alerts, I guess. I can probably do most of that stuff. So thanks.

 

Elissa (00:56:19):

And the other thing that I’ll do is I’ll put a link here. I found pretty good. It’s not a Microsoft site, but it’s a good site that kind of goes into the rules side, part of its power automate part of it’s the, if then statements like we saw with the conditional formats. Remember that stuff. It’s kind of a combination of both. And I’ll put this link for you. Tell me your name really quick. Just so I preface it correctly. Becky got it, Nikki. Okay, great. So I’ll put this in the chat and it’s just a link, but check out that article because I think it will help kind of differentiate between rules and power automate cause power automate is different, but you can use rules with power automation. That makes sense. Yeah. Yeah, yeah. And I understand that. I just was like, well, it’d be nice to have like a really easy interface to do it in, but yeah. Thank you for the article. Yeah, absolutely. And hopefully that’ll kind of kind of help, but it really is. The rules are almost based on the conditional formatting that we saw, but also the ability to do, if then statements it’s kind of based on the same thing, but with the rules, you’re basically doing that on your own. Okay.

 

Elissa (00:57:26):

Okay. And I’m looking at some of the other stuff that people posted in the chat and thank you, Jason, for what you said, a great, great suggestions there saying, you know, if Lists doesn’t appear yet in your apps menu, you can try accessing it directly to, and he’s giving some ideas on how you can do that. Kind of to push it down, right? Sometimes things get stuck like people in software and also from Rachel who’s calling in from Israel, which is so cool. Yeah. And you know, what the thing to know about Lists is that it is, again, it’s a face, it’s a face for SharePoint Lists really behind Lists is SharePoint online. It’s a SharePoint online List, but it does make it so much easier because users don’t like SharePoint Lists. I’m just telling you that. Cause I’ve gotten the feedback now, the SharePoint admin, they love them, but they’re, they’re their workers do not.

 

Elissa (00:58:17):

So that’s really what they’re trying to accomplish here is, is give SharePoint, Lists a friendly face. And I think they’ve done it. It’s not perfect. And do you know, are they going to keep adding more stuff to List? Absolutely. This is one that’s just brand new. And I don’t foresee it being one that disappears quickly. I think people are gonna like it and use it, but I think they’re gonna still keep adding to it. I’m gonna see if I can find the roadmap for it, for anybody that wants that. We can put that in. So any more questions guys?

 

Attendee Question # 4: (00:58:48):

Yeah. I’ve got one and one important from Excel. Is that a limit on the columns that you can import into Lists?

 

Elissa (00:58:57):

You know, I’m pretty sure there is because that’s going to be based on a that’s going to be based on Excel, being able to bring in such large amounts of data. So that is a great question. And on that one, I’m not sure. So I need to do some research on that one. If you want to give me your email, then I can follow up with you, but I’m pretty sure there is because if I remember right, SharePoint online does have a limit on that. Right. And that will come over, but I don’t know for sure. So like I said, if you want a specific answer, give me your email so I can follow up. All right. And for all these great questions, we’re going to be posting both the recording as well as resources and, and answers to several of these questions, both those that we’ve answered. And some that we’re still doing a little bit of research on for very specific questions and that’ll be on the ZAACT website and then everybody that’s participating will receive an email to that link. So you can follow up if you’ve forgotten you know, one of these FAQ or if something additional comes up that we found that, that we we think is relevant. We will definitely be sharing it in that location.

 

Elissa (01:00:05):

I’m just looking here to see if I can find some stuff, but yeah, it is, there is a limit. Okay. It says here you can store up to 30 million items or files in a, an office three 65 List. But when a List shows a view of more than 5,000 items, you may run into a List view, threshold error. I think I ran into that last night a few times when I was trying to bring in some stuff. But again, if you want more specifics, give me an email so I can follow up with you guys. I know we’re past time and I promised we’d end on time. And that’s something that’s really important to me. Cause I really know you guys are very busy. It looks like a few people have already left. So smart people. If you have more questions, feel free to hang out with us.

 

Elissa (01:00:43):

Because I’m not leaving. I just want to make a hard stop to let people know that we’re, that we’re being very mindful of time. Cause we know you guys are all very busy, huge, thank you to ZAACT and to and to everyone for joining, I hope this was helpful. At least gave you a jumpstart on all the cool things that are possible. And like I said, if you asked the question and I didn’t give you a decent answer, provide me with an email so that I can follow up. All right. Thank you everybody. We really appreciate you joining check out ZAACT’s website. They are going to be posting more events in the coming months like this one, and this will be posted as a recording to their, to their company website. Thank you so much. Like I said, let me know if you have more questions. Okay. We’ll be ending that report.

 

Just so I preface it correctly. Becky got it, Nikki. Okay, great. So I’ll put this in the chat and it’s just a link, but check out that article because I think it will help kind of differentiate between rules and power automate cause power automate is different, but you can use rules with power automation. That makes sense. Yeah. Yeah, yeah. And I understand that. I just was like, well, it’d be nice to have like a really easy interface to do it in, but yeah. Thank you for the article. Yeah, absolutely. And hopefully that’ll kind of kind of help, but it really is. The rules are almost based on the conditional formatting that we saw, but also the ability to do, if then statements it’s kind of based on the same thing, but with the rules, you’re basically doing that on your own. Okay.

 

Elissa (00:57:26):

Okay. And I’m looking at some of the other stuff that people posted in the chat and thank you, Jason, for what you said, a great, great suggestions there saying, you know, if Lists doesn’t appear yet in your apps menu, you can try accessing it directly to, and he’s giving some ideas on how you can do that. Kind of to push it down, right? Sometimes things get stuck like people in software and also from Rachel who’s calling in from Israel, which is so cool. Yeah. And you know, what the thing to know about Lists is that it is, again, it’s a face, it’s a face for SharePoint Lists really behind Lists is SharePoint online. It’s a SharePoint online List, but it does make it so much easier because users don’t like SharePoint Lists. I’m just telling you that. Cause I’ve gotten the feedback now, the SharePoint admin, they love them, but they’re, they’re their workers do not.

 

Elissa (00:58:17):

So that’s really what they’re trying to accomplish here is, is give SharePoint, Lists a friendly face. And I think they’ve done it. It’s not perfect. And do you know, are they going to keep adding more stuff to List? Absolutely. This is one that’s just brand new. And I don’t foresee it being one that disappears quickly. I think people are gonna like it and use it, but I think they’re gonna still keep adding to it. I’m gonna see if I can find the roadmap for it, for anybody that wants that. We can put that in. So any more questions guys?

 

Attendee Question #4 (00:58:48):

Yeah. I’ve got one, about an import from Excel. Is there a limit on the columns that you can import into Lists?

 

Elissa (00:58:57):

You know, I’m pretty sure there is because that’s going to be based on a that’s going to be based on Excel, being able to bring in such large amounts of data. So that is a great question. And on that one, I’m not sure. So I need to do some research on that one. If you want to give me your email, then I can follow up with you, but I’m pretty sure there is because if I remember right, SharePoint online does have a limit on that. Right. And that will come over, but I don’t know for sure. So like I said, if you want a specific answer, give me your email so I can follow up. All right. And for all these great questions, we’re going to be posting both the recording as well as resources and, and answers to several of these questions, both those that we’ve answered. And some that we’re still doing a little bit of research on for very specific questions and that’ll be on the ZAACT website and then everybody that’s participating will receive an email to that link. So you can follow up if you’ve forgotten you know, one of these FAQ or if something additional comes up that we found that, that we we think is relevant. We will definitely be sharing it in that location.

 

Elissa (01:00:05):

I’m just looking here to see if I can find some stuff, but yeah, it is, there is a limit. Okay. It says here you can store up to 30 million items or files in a, an office three 65 List. But when a List shows a view of more than 5,000 items, you may run into a List view, threshold error. I think I ran into that last night a few times when I was trying to bring in some stuff. But again, if you want more specifics, give me an email so I can follow up with you guys. I know we’re past time and I promised we’d end on time. And that’s something that’s really important to me. Cause I really know you guys are very busy. It looks like a few people have already left. So smart people. If you have more questions, feel free to hang out with us.

 

Elissa (01:00:43):

Because I’m not leaving. I just want to make a hard stop to let people know that we’re, that we’re being very mindful of time. Cause we know you guys are all very busy, huge, thank you to ZAACT and to and to everyone for joining, I hope this was helpful. At least gave you a jumpstart on all the cool things that are possible. And like I said, if you asked the question and I didn’t give you a decent answer, provide me with an email so that I can follow up. All right. Thank you everybody. We really appreciate you joining check out ZAACT’s website. They are going to be posting more events in the coming months like this one, and this will be posted as a recording to their, to their company website. Thank you so much. Like I said, let me know if you have more questions.